Heritage Law Group

About Heritage Law Group

Heritage Law Group specializes in estate planning, probate, conservatorships, and trust administration, with over 15 years of experience. The firm emphasizes personalized, flat-fee services, ensuring clients understand their options and feel confident in their estate plans. Their approach includes capturing non-liquid assets like family stories and recordings, fostering long-lasting relationships with clients. The firm’s mission is to help families protect their legacies, avoid lengthy court processes, and maintain privacy. Their dedicated team provides tailored solutions for individuals, couples, and families with minor children, focusing on comprehensive estate planning that aligns with clients' goals and values.

Credibility & Industry Expertise

Heritage Law Group is recognized for its commitment to client education and transparent pricing. The firm offers a complimentary review every three years to ensure estate plans remain current. Led by Colleen Robinson, a seasoned attorney with extensive courtroom experience in family law, the firm holds a reputation for compassionate, trustworthy service. Their certifications, memberships, and years of experience establish them as trusted advisors in estate planning. The firm’s focus on personalized service and community involvement further enhances their credibility and industry standing.

Offerings & Unique Advantages

The firm provides comprehensive estate planning services, including wills, trusts, powers of attorney, healthcare directives, guardianship nominations, and asset protection. They serve clients across Southern California, ensuring each plan is tailored to individual needs. Unique advantages include flat-rate fees with no surprises, personalized planning that considers non-liquid assets, and a focus on privacy through trust-based solutions. Their process involves a thorough, client-centered approach, including a Heritage Conversation to pass down intangible assets and a three-year review to adapt to life changes. Their commitment to client relationships and community involvement sets them apart in the industry.